Analysts Are Bullish on These NA Stocks: BrightSpring Health Services, Inc. (BTSG), Serve Robotics Inc (SERV)We remain bullish on BTSG and highlight how the recent sell-off in the stock has brought its valuation down to a very compelling level at 10.5x '25 EBITDA. Growth across BTSG's businesses is robust, which puts consolidated EBITDA growth around mid-teens %, and mgmt continues to execute & deliver consistent beats and raises that together, merit multiple expansion/stock upside from current levels. DC concerns are unwarranted. 4Q Results & Consistent With Pre-Release, Guidance Raised Already. BTSG's 4Q print was in-line with their pre-release from Jan, with Revs coming in at $3.05B & EBITDA at $167MM. Despite only issuing their initial FY25 guide in Jan, mgmt inched both top-line ($100MM higher from Rx segment) and EBITDA ($5MM raise vs. prior $547.5MM mid-pt) higher.